United Capital Financial Advisers, LLC American Centy ETF Tr Avantis Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
A detailed history of United Capital Financial Advisers, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,306 shares of AVUS stock, worth $1.42 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,306
Previous 14,306
-0.0%
Holding current value
$1.42 Million
Previous $1.29 Million
5.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$223 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio